Q2 2019 Holdings
Filed 2019-08-06 | 9 holdings | $676.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $117.7K | 400,650 | 17.4% |
| Facebook Inc(META) | CL A | 30303M102 | $115.0K | 595,788 | 17.0% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $110.2K | 815,527 | 16.3% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $84.9K | 80,162 | 12.6% |
| Visa Inc(V) | COM CL A | 92826C839 | $68.6K | 395,049 | 10.1% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $66.7K | 252,300 | 9.9% |
| Cognizant Technology Solutio(CTSH) | CL A | 192446102 | $60.1K | 947,675 | 8.9% |
| Alliance Data Systems Corp(BFH) | COM | 018581108 | $35.1K | 250,144 | 5.2% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $17.8K | 16,457 | 2.6% |